In the History section from your Qonto app, you'll find that you can easily filter transactions by payment method, a range of date, amount, custom labels, existing receipts or invoices, etc.

You can add as many criteria as you like, using the "and" / "or" conditions.

E.g.: transactions over 50 € "or" updated last week.

Once you're satisfied with your filter selection, you can export the transaction information to another software.

Here are a couple of examples of how you can use filters:

Export transactions of a certain period:

If you'd like to export your transactions from last month:

  • You can filter by date and set the values From: to the first day of the month and To: to the last day.

  • Use the Status: Completed to exclude all pending or rejected transactions.

  • Make sure you apply the filters to the export settings.

See all your income or expenses:

To do so, you can filter through amount:

  • To see income sources only: input "0" in MIN. AMOUNT. So that only >0 transactions will be displayed in the results.

  • To see spendings only: input "0" in MAX. AMOUNT to display <0 transactions in the results.

You can then automatically remind employees who have not submitted their receipts by clicking on "Request a receipt".

Prepare your accounting

You can speed up your bookkeeping by attaching your receipts to your payments. To quickly identify the transactions with a missing attachment, you need to use the "Missing receipt(s)" filter.

☝️ Good to know: From the Smart plan, the VAT rate is automatically detected when you add a receipt.

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